Streetwise Reports' Article Archives — July 2014 back to current month (23)
Ralph Aldis, portfolio manager with U.S. Global Investors, is a well-respected mining analyst. His detailed knowledge of the companies in the U.S. Global Investors Gold and Precious Metals Fund and across the entire precious metals space has taken years of meticulous work and dedication to his craft. Aldis urges investors not to get married to their stocks, but in this interview with The Gold Report, he discusses lots of names that are good for a fling right now.
John Chu: Investors Can Feast on Fertilizer Yields (07/29/2014)
As the world grows ever larger, its people demand more and better food. This trend will continue to benefit investors in fertilizer companies, declares John Chu of AltaCorp Capital Inc. In this interview with The Mining Report, Chu explains that a near-term supply crunch is good news for juniors and highlights four companies with projects than can meet demand, as well as a revolutionary Canadian company that is pioneering agricultural streaming.
Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train.
It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report.
No Pain, No Gain: A Forecast for the Miners (07/25/2014)
"Throughout the past year we've been looking for that final low in gold, but it has eluded us multiple times."
Gold: 2014 Trends and Beyond (07/24/2014)
"This infographic covers gold trends that investors should be watching through the rest of the year and beyond."
What Do Droughts Mean for Potash Investors? (07/24/2014)
"Droughts, while not so good for farmers, are good for fertilizer prices."
It's hard to see the present until it's in the past. What does this mean for gold? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that a bull market may have already begun. All the signs are there: rising political tension, a shortage of new supply and a cull of the weakest stocks. In this interview with The Gold Report, Loud and Mosseri list a dozen gold, silver and copper companies that should ride the crest of the wave.
"The decline in long-term real US Treasury yields also supported gold. . .[but] upward yield pressure as the global cycle improves and disappointing physical demand in China and India remain downward forces."
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas.
Global unrest and inflation will play a role in improving fundamentals for gold and silver, Byron King, newsletter editor for Agora Financial, tells The Gold Report. But miners have to control costs and clean up their internal cash flow, too. Meanwhile, investors who have run up gains in traditional investments are looking for new asset classes. King shares the names of a few well-managed companies in the gold, graphite and rare earth space that are husbanding their assets and adding value, sometimes in unexpected ways.
"Research points to a dramatic fall in new gold discoveries, which are falling well behind global production levels. This will have a significant impact on gold supply ahead."
An upward trend is afoot in the silver space, says Sean Rakhimov, editor of SilverStrategies.com. Rakhimov believes that at $26/ounce the reversal of the downward trend in silver will be confirmed and silver investors should set their sights on the next resistance level—$32/ounce. And if that threshold is breached, silver will test $50/ounce and more. In this interview with The Gold Report, Rakhimov talks about a few silver miners that are well positioned to ride this trend perhaps several multiples higher.
Tom Hayes' Trio of Rare Earth Project Contenders (07/15/2014)
It's not the size of a rare earth elements project resource that determines its success, declares Tom Hayes of Edison Investment Research. In this interview with The Mining Report, he explains that companies will win based on their holdings of heavy and strategic rare earths and their ability to secure funding. With the race on to develop non-Chinese REE sources, he suggests three projects likely to end up on the podium.
Thomas Schuster's Five Stocks to Buy and Hold (07/14/2014)
Consulting Mining Analyst Thomas Schuster looks at the longer term in mining. He is bullish on gold but cautions that we won't see an end to the bear market in precious metals equities until financing again becomes readily available. In this interview with The Gold Report, the publisher of the "Rocks To Riches" research reports presents five companies in gold, silver and niobium with the management and projects to ride out the storm.
2014 Commodities Halftime Report (07/14/2014)
"After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six."
Chris Mancini, an analyst with the Gabelli Gold Fund, spends his days finding value in gold equities—and he thinks he's found a recipe for success. Take a long-term outlook, add excellent management, fold in a great project in a quality jurisdiction with low-cost minable ounces in the ground—et voila! Mancini calls this "optionality," and in this interview with The Gold Report he says that equities with optionality will not only survive the downturn, but also provide excellent leverage to an inevitable upward move in the gold price. Check out some rising names in the Gabelli Gold Fund.
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report.
Precious metals investors have endured much hardship during the recent bear market but David H. Smith, senior analyst with David Morgan's The Morgan Report, believes that another secular bull market in precious metals is already underway. In this interview with The Gold Report, Smith says that platinum group metals will lead the resurgence and have a favorable long-term risk/reward ratio. He outlines some PGM, gold and silver companies that can grab the bull by its horns.
Hints of a Mining Comeback in the Wind? (07/07/2014)
"It looks like companies are feeling that the bottom has been passed, while deposit valuations are still low enough to be considered attractive target acquisitions."
Palladium Price Soars to 13-Year High (07/07/2014)
"Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium."
Inflate Your Way to Gold Profits with Edward Karr (07/02/2014)
From his vantage in Geneva, Edward Karr, the founder of the investment firm RAMPartners SA, tells The Gold Report why European bankers are destined to inflate their way out of structural crisis and why that is good news for the price of gold. Karr believes gold has bottomed and should explode upward, and he profiles a handful of sleeping lions whose stock should roar back to life with rising precious metals prices.
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia.
|"LIO has commenced a CSAMT geophysical survey at Tuvatu."|
|"MMG has been building toward a breakout for a long, long time."|
|"MAG could see a significant increase in market valuation in 2020."|
|"We see GSV as well positioned to be acquired."|
|"We expect PVG, a value-oriented gold name, to outperform."|